Rose Glen Life Portfolio Analysis, LLC

Gladwyne, PA

Pennsylvania

Registered In

08/12/2013

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Rose Glen Life Portfolio Analysis, LLC in Gladwyne, PA was registered on 08/12/2013. It is listed at 1116 Rose Glen Rd, Gladwyne, Pa 19035.

1116 ROSE GLEN RD, GLADWYNE, PA 19035 View Map

Form 5500

308 East Lancaster Ave. Suite 301, Wynnewood, Pa 19096 (610) 991-2855 EIN:46-3403059 Plan Admin:Morey Goldberg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN Plan #001 Participants BOY/EOY17 / 0 Assets BOY/EOY$3,385,247 / $0	2023	ROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN - Plan #001	17 / 0	$3,385,247 / $0
2022	Plan NameROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$3,807,593 / $3,385,247	2022	ROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN - Plan #001	16 / 17	$3,807,593 / $3,385,247
2021	Plan NameROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$3,206,621 / $3,807,593	2021	ROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN - Plan #001	15 / 15	$3,206,621 / $3,807,593
2020	Plan NameROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$2,753,523 / $3,206,621	2020	ROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN - Plan #001	15 / 15	$2,753,523 / $3,206,621
2019	Plan NameROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$2,118,748 / $2,753,523	2019	ROSE GLEN LIFE PORTFOLIO ANALYSIS, LLC 401K PLAN - Plan #001	14 / 14	$2,118,748 / $2,753,523

Benefit & Retirement Plans based on Form 5500.

PPP Loans

308 E Lancaster Ave, Wynnewood, Pa 19096-2145 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/16/2020	Approved$183,900 Forgiven$185,591 LenderPNC Bank, National Association Jobs9	04/16/2020	$183,900	$185,591	PNC Bank, National Association	9

PPP Loans based on Paycheck Protection Program.

Address Match:1116 Rose Glen Rd Gladwyne, PA

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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration

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